Financial Retail Sales Assistant - Non-Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
```Job Overview```
We are seeking a detail-oriented and organized Finance Assistant to join our team. As a Finance Assistant, you will play a crucial role in supporting our Financial Services department by performing various administrative and financial tasks. This is an excellent opportunity for someone who is interested in the financial services industry and wants to gain valuable experience in a fast-paced environment.
```Responsibilities```
- Handle transactions, including counting, verifying, and recording receipt of money
- Build and maintain strong relationships with clients, providing excellent customer service and addressing any inquiries or concerns
- Process applications and assist withfollow up on transactions.
- Support the finance team with administrative tasks such as data entry, filing, and document management
-```Requirements```
- Strong math skills and attention to detail
- Previous experience in a financial services role is preferred but not required
- Proficient in using computer software such as MS Excel, Word, and PowerPoint
- Excellent communication and interpersonal skills for building relationships with clients
- Ability to handle confidential information with integrity and professionalism
- Strong organizational skills and ability to prioritize tasks effectively
If you are looking for an opportunity to kickstart your career in finance Services and contribute to a dynamic team, we encourage you to apply for the Finance Assistant position. We offer competitive compensation and benefits packages, as well as opportunities for growth within the company.
Please note that only qualified candidates will be contacted for further consideration. Thank you for your interest in joining our team!
Job Type: Full-time
Pay: $16.79 - $18.99 per hour
Benefits:
Experience level:
Schedule:
Ability to Relocate:
Work Location: In person
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